Sending Mobile Messages

Sending Mobile Messages

STEP 1: Navigate to the specific journey's page


STEP 2: You can send a mobile message from within the journey record page in two ways. 

1) By clicking on the "Send Mobile Message" button. 


2) By clicking on the "Action" dropdown and then selecting "Send Mobile Message." 


STEP 3: Compose your mobile message in the pop-up window. 



Notes
If you have templated messages created, you can select them from the "Template" dropdown. 

STEP 4: Press    Send   ! 



By scrolling down to the activity area of your journey's record, you'll be able to view the send mobile message. 


    • Related Articles

    • Viewing Incoming Mobile Messages

      You'll be able to view incoming mobile messages in a few different ways! VIDEO OVERVIEW: OPTION 1: Within an individual journey in the activity section or within their own Mobile Messages tab OPTION 2: Via notification in the top right-hand corner ...
    • Mobile Messaging Set Up Guide

      How to Add Mobile Messaging to your Practice Axis CRM Fill out this survey to Opt In for Mobile Messaging. We will use the info you provide to register your account and obtain a number with your local area code for all messages you will send/receive ...
    • Mobile Messaging Opt-Out & Security

      Mobile Messaging Opt-Out Considerations Just as all emails sent from Practice Axis are only sent to individuals who have willingly provided their email address to your practice, mobile messages via Practice Axis are only sent to those who have ...
    • Creating Your Own Mobile Messaging Templates (Manual-Send Only)

      VIDEO OVERVIEW: In addition to the 2 manual-send and 4 auto-send templates that will come pre-loaded into your account, you can create as many Manual-Send templates as you'd like. You can view the six templates that come pre-loaded into your account ...
    • Activating Automated Mobile Message Templates

      VIDEO OVERVIEW: STEP 1: Navigate to the Mobile Messages app STEP 2: Click on "Templates" STEP 3: View the list of archived AUTO templates. STEP 4: Make any changes to the language of the templates by clicking on the record line for that template and ...